who we are
Merchant West Investments’ controlling shareholder is Merchant West Holdings (Pty) Ltd, one of the largest and most successful independent financial services businesses in South Africa. Merchant West Investments is well diversified, stable and has enjoyed pleasing growth emanating from a growing domestic and global client base.
Our research and investment framework, our way of thinking and the way in which we interpret publicly available information is unique to Merchant West Investments.
We are passionate about investing
We strive for excellence
We prioritise our clients’ interests
We maintain the highest levels of integrity
We take pride in our people and invest in their future
We appreciate the value of diversity and teamwork
Merchant West Investments’ research and investment framework allows us to deliver risk-adjusted real returns across the asset class spectrum without taking out-sized risks on our clients’ behalf.
We assess every security trading below its fair value against the broad macro environment to ensure that it remains attractive given the current circumstances and various factors at play in the market.
Our approach is also behavioural. We seek to exploit the behavioural biases of market participants in general (herding and chasing momentum). Our disciplined approach, applied within our research and investment framework, offers a compelling risk-adjusted version of value investing that represents an evolution of multi- strategy investing that is highly relevant today.
Whether you’re unsure which fund is best for you or need clarification or advice, we’re ready to answer any questions.
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